This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS ADVISORS, INC | 91-1320111 | — | NONE OTHER THAN CONTRACT | $53K | — |
| JP MORGAN ASSET MANAGEMENT | 13-6038770 | — | NONE OTHER THAN CONTRACT | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| JP MORGAN STRATEGIC PROPERTY FUND JP MORGAN CHASE BANK · EIN 13-6038770 / PN 001 | Common Collective Trust | $784K | 5.2% |
| PANAGORA RISK PARITY MULTI-ASSET PANAGORA ASSET MANAGEMENT · EIN 04-3183235 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| THE SEGAL COMPANY | 94-1503999 | — | NONE OTHER THAN CONTRACT | $71K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785279 | — | NONE OTHER THAN CONTRACT | $63K | — |
| SPENCER FANE LLP | — | PHOENIX, AZ | NONE | $31K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $27K | — |
| MOSAIC | — | CHEVERLY, MD | NONE | $12K | — |
| BMO BANK | — | CHICAGO, IL | NONE OTHER THAN CONTRACT | $9K | — |
